KPMG Magic Excel Plug‑in
Developer: KPMG Global Desktop Team
Overview
KPMG Magic Excel Plug‑in is an enterprise-grade add‑in for Microsoft Excel that helps professionals prepare, analyze, and present data faster—while maintaining consistency with KPMG standards. Built by the KPMG Global Desktop Team, it streamlines common spreadsheet tasks, reduces manual effort, and supports quality checks so you can turn raw data into client‑ready deliverables with confidence.
Key features
- One‑click formatting: Apply KPMG‑style templates, number formats, headers/footers, print settings, and page layouts for consistent, polished workbooks.
- Data preparation tools: Clean and standardize data with de‑duplication, trim/clean, text split/merge, case conversion, and variance/outlier helpers.
- Review and quality checks: Identify hard‑coded numbers in formulas, inconsistent formulas, circular references, broken links, and unused named ranges; generate quick formula maps.
- Efficiency boosters: Build pivots and charts from presets, navigate across large workbooks with a sheet index, search across values and formulas, and batch hide/unhide or group sheets.
- Workbook cleanup: Remove unused styles and redundant ranges to reduce file size and improve performance.
- Presets and repeatability: Save common routines as presets so recurring tasks are faster and more consistent.
- Export options: Create standardized PDFs and client packages with recommended print and privacy settings.
- Accessibility nudges: Optional checks for readable number formats and color‑contrast‑friendly palettes.
Benefits
- Speed: Automate repetitive steps and cut time spent on formatting and cleanup.
- Consistency: Apply KPMG‑aligned styles and checks across teams and engagements.
- Quality: Surface common spreadsheet risks before review or delivery.
- Ease of use: Works directly from a dedicated Excel ribbon; no coding required.
Compatibility and deployment
- Platform: Microsoft Excel for Windows (Microsoft 365 or supported perpetual releases).
- Deployment: Typically distributed via your corporate software catalog or standard KPMG desktop build. Availability may vary by region and line of business.
Security and privacy
- Runs locally in Excel; the plug‑in does not transmit workbook content outside your environment unless you choose to export or share.
- Code is packaged and signed for enterprise deployment in line with KPMG desktop standards.
Typical use cases
- Financial statements and management reports
- Audit testing workbooks and lead schedules
- Tax schedules and reconciliations
- Data preparation for analysis, visualization, or migration
Getting started and support
- After installation, look for the “Magic” ribbon in Excel to access tools grouped under Prepare, Review, Format, Automate, and Export.
- For access, installation, or troubleshooting, contact your local IT Service Desk or the KPMG Global Desktop Team.
Note: Features and availability may be tailored for specific KPMG member firms or service lines. Microsoft Excel is a trademark of Microsoft Corporation.
KPMG Magic Excel Plug-in is developed by KPMG Global Desktop Team and is used by 1 user of Software Informer. The most popular version of this product among our users is 5.1.
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